Integrated Wealth Concepts LLC
- SEC CIK
- 0001737109
- Latest filing
- Sep 8, 2026
TDAY holding history
USA TODAY Co., Inc. in every 13F filed by Integrated Wealth Concepts LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
TDAY overviewAll 13F holders of TDAYFull Q2 2026 holdings
- Shares (Q4 2024)
- 0
- Sold out in Q4 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 0 | $0 | 0.0% | −12,146−100.0% | Sold out | Holders |
| Q3 2024 | 12,146 | $68.3K | <0.1% | +909+8.1% | Added | Holders |
| Q2 2024 | 11,237 | $51.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 11,237 | $27.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 11,237 | $25.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 11,237 | $27.5K | <0.1% | +11,237 | New | Holders |